Thought Leadership

Providing financial education is a core value at Planning Alternatives

While we appreciate the trust our clients place in us to care for their wealth, we are always looking for ways to help others grow in their financial literacy and confidence. To that end, Nathan Mersereau, CFP®, President of Planning Alternatives, joined the WDIV’s Live in the D, scheduled Thursday from 10-11 am. Live in the D promoted a theme called March Makeover Madness, designed to help viewers gain insight into financial topics and more.

“LIVE IN THE D” — Watch Now!

Making Over Your Finances Week

Keeping your finances secure

Student Loan Mistakes to Avoid

Financial Empowerment is about knowing where you stand, understanding your options, and having confidence that your finances are on track.

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